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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $286,163 |
BAIRD FUNDS3 years Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 49 · EIN 39-6037917 | Other Services | $101,184 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
23 funds of $250K or more; 15 lines in all, holding $80.0M of the plan's $83.2M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 82% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $65.7M | 82.1% |
| Prin LgCp S&P 500 Index Inst Fd Principal · Mutual fund IndexRecordkeeper's own fund | $2.8M | 3.5% |
| LargeCap Growth Fund I R-5 Principal · Mutual fund Recordkeeper's own fund | $2.2M | 2.7% |
| American Funds AmerMut R6 Fd Capital Group · Mutual fund | $1.9M | 2.4% |
| Prin Fixed Inc Guar Option Principal · Insurance contract Recordkeeper's own fund | $1.8M | 2.2% |
| PIMCO Total Return Fund Institutional PIMCO (Allianz) · Mutual fund | $1.3M | 1.6% |
| Registered American Am FdCap Wld Gth and In R6 Fnd Capital Group · Mutual fund | $1.1M | 1.4% |
| T. Rowe Price Mid-Cap Value Fund, Inc. T. Rowe Price · Mutual fund | $1.1M | 1.4% |
| Pgim Jennison MID-CAP Growth Fund Class R6 Prudential (PGIM) · Mutual fund | $514K | 0.6% |
| Fidelity Adv Div Growth Z FD Fidelity (FMR) · Mutual fund | $463K | 0.6% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.